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WisdomTree Dividend ex-Fin Fund shares owned by CI Private Wealth

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in WisdomTree Dividend ex-Fin Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Dividend ex-Fin Fund held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 1.7k 115.71
2025-12-31 $260k 2.3k 115.18

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Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
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Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for CI Private Wealth

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Advisor Group Holdings
Commonwealth Equity Services
Salomon & Ludwin
Royal Bank of Canada
Founders Grove Wealth Partners
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors
Biondo Investment Advisors
Well Done

View all funds holding WisdomTree Dividend ex-Fin Fund